W

WealthCollab Portfolio holdings

AUM $178M
1-Year Est. Return 18.2%
This Quarter Est. Return
1 Year Est. Return
+18.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$136M
AUM Growth
+$7.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
962
New
Increased
Reduced
Closed

Top Buys

1
+$1.4M
2
+$1.22M
3
+$833K
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$747K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$388K

Top Sells

1
+$220K
2
+$49.8K
3
+$41.3K
4
HDB icon
HDFC Bank
HDB
+$37.5K
5
EXR icon
Extra Space Storage
EXR
+$32.7K

Sector Composition

1 Technology 6.98%
2 Consumer Discretionary 4.11%
3 Materials 3.33%
4 Communication Services 2.5%
5 Financials 1.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$6.45K ﹤0.01%
2
527
$6.44K ﹤0.01%
18
528
$6.43K ﹤0.01%
+42
529
$6.42K ﹤0.01%
+215
530
$6.34K ﹤0.01%
24
531
$6.33K ﹤0.01%
265
532
$6.31K ﹤0.01%
278
533
$6.29K ﹤0.01%
557
534
$6.25K ﹤0.01%
29
-7
535
$6.22K ﹤0.01%
79
+51
536
$6.19K ﹤0.01%
251
537
$6.17K ﹤0.01%
149
538
$6.16K ﹤0.01%
595
539
$6.01K ﹤0.01%
99
-105
540
$6.01K ﹤0.01%
+1,276
541
$6K ﹤0.01%
109
542
$6K ﹤0.01%
231
543
$5.98K ﹤0.01%
100
-44
544
$5.9K ﹤0.01%
139
545
$5.89K ﹤0.01%
1,225
546
$5.86K ﹤0.01%
38
-42
547
$5.86K ﹤0.01%
87
548
$5.85K ﹤0.01%
182
549
$5.85K ﹤0.01%
14
550
$5.85K ﹤0.01%
1,123
20 21
22
23 24